# Create a master account

You can create copy-trading, MAM, and PAMM master accounts for your clients in the Back Office.

Create a master account as follows:

{% stepper %}
{% step %}
Go to **Investment Platform** and expand the required platform instance, such as MT4, MT5, or cTrader.
{% endstep %}

{% step %}
To create a copy-trading master account, go to **B2COPY** > **Masters**.\
To create a MAM master account, go to **Mam** > **Masters**.\
To create a PAMM master account, go to **Pamm** > **Masters**.
{% endstep %}

{% step %}
On the **Masters** page, click **+Create**.
{% endstep %}

{% step %}
Select the client whom you want to create a master account for, and then click **Select**.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-9a76e9adeabd0d19e76417107840592d0c23d1ea%2Fcreate-master-account.png?alt=media" alt="Create a master account"><figcaption><p>Create a master account</p></figcaption></figure>
{% endstep %}

{% step %}
On the **Create Master Account** page, select one of the following options in the **Create from** dropdown:

* **New account** – to create a new account on the trading platform and then create a master account on the B2COPY investment platform using the newly created account.
* **Existing account (on Trading platform only)** – to create a master account on the B2COPY investment platform using the account that already exists on the trading platform but hasn't yet been registered via the Web UI.
* **Existing account (in Trader's room)** – to create a master account on the B2COPY investment platform using the trading account that has already been registered via the Web UI.
  {% endstep %}

{% step %}
If you create the master account using an existing trading account, enter the account number in the **Account login** field.

{% hint style="info" %}
If a master account for a client was created on the **Accounts** tab that is available on the client details page, the account must be added to the B2COPY investment platform using the **Existing account (in Trader's room)** option.
{% endhint %}

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-7f1a3271ebc481bc9c223d5a7404c282617fb410%2Fcreate-master-account-in-client-details.png?alt=media" alt="The master account created in client details"><figcaption><p>The master account created in client details</p></figcaption></figure>
{% endstep %}

{% step %}
In the **Leverage** dropdown, select a leverage ratio for the master account.
{% endstep %}

{% step %}
In the **Account** **Name** field, enter a short name for the master account. This name will be displayed on the **Leaderboard** and other pages in the Web UI.
{% endstep %}

{% step %}
In the **Strategy description** field, enter a trading strategy description to let potential investors know more about the trading style of the master account owner.
{% endstep %}

{% step %}
To inform the client about the newly created master account by sending an email with account details, enable the **Send email** checkbox.
{% endstep %}

{% step %}
Click **Save**.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-a0be91e59880e987efedb958070aa5c8709012f6%2Fselect-parameters-when-creating-master-account.png?alt=media" alt="Select master account parameters"><figcaption><p>Select master account parameters</p></figcaption></figure>
{% endstep %}
{% endstepper %}

The created master account is now listed on the **Masters** page.